JCET increased its 2026 capital budget from RMB9.98B to RMB17.31B. Its Q3 revenue reached RMB11.43B, up 13.5% year on year. The company says its XDFOI platform can integrate photonic and electronic chips and co-package optical engines with switches and compute chips.
What remains uncertain
The company does not break out CPO revenue, customer volumes or how much capex is dedicated to optics.
Next checkpoint · Editorial watch
Track customer qualification of XDFOI optical integration and the conversion of pilot packaging lines to production.